Just Peachie Show

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Just Peachie is a show to empower and educate consumers where insurance industry leader Peachie Thompson, AALU, ALMI, ACS interviews subject matter experts regarding lifestyle, insurance, finances & taxes. 

Peachie Thompson


    • May 10, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 31m AVG DURATION
    • 32 EPISODES


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    Latest episodes from Just Peachie Show

    Episode 32: Economic and Market Update April/May 2023

    Play Episode Listen Later May 10, 2023 39:29


    Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.

    Episode 31: Greenwise: Peachie's Favorite Grocery

    Play Episode Listen Later Apr 27, 2023 28:49


    https://www.peachinsurance.net/ Peachie interviews Josh Pafford, Assistant Manager for Greenwise Nocatee, her favorite place for food shopping.  They talk about how Greenwise  is different than a regular Publix or supermarket. You'll also learn how to save money while shopping for Specialty, Natural and Organic foods as well as how to make the most out of this uniquely awesome store.  There's a rumor that the store is getting converted into a regular Publix.  Now is the time to watch this episode before it's too late. 

    Episode 30: Selling your own RIA (Registered Investment Advisor) firm

    Play Episode Listen Later Apr 12, 2023 31:20


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.

    Episode 29: Pinay Power: Interview with a lawyer

    Play Episode Listen Later Mar 22, 2023 34:32


    https://peachinsurance.net/just-peachie-show Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an award winning Filipina lawyer, Atty. Jonah Toleno. They talk about litigation in business, securities and financial services industry as well as what a successful "Pinay" lawyer does, tips on how to avoid litigation and a story of an Aushwitz survivor.

    Episode 28: Aging and long term care for women

    Play Episode Listen Later Mar 17, 2023 29:10


    https://peachinsurance.net/just-peachie-show Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews aging expert and gerontologist, Barbara Micheletti, MS, founder of Interrupting Aging. They talk about how to slow down the aging process, especially as a woman, the connection of financial health and getting old as well as topics related to aging gracefully including long term care.

    Episode 27: Working with a real estate agent

    Play Episode Listen Later Feb 7, 2023 21:35


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing realtor and owner of a real estate brokerage, Tanya Cosmini of Realty One Group in Jacksonville and St. Augustine, Florida. They talk about what it means to be a realtor, how to work with one, how they get paid, what's negotiable and what buyers or sellers should pay attention to when buying or selling a home.

    Episode 26: Get in the flow

    Play Episode Listen Later Jan 20, 2023 42:11


    Peachie Thompson, AALU, ALMI, ACS interviews Dr. Jordan Hutchinson of Shaping Wealth for part 2 of the "State of Flow".   What it means for advisors, business owners, employees, employers and clients.  They also talk about OCBO (Outsource Chief Behavioral Officer) and his recently published research.

    Episode 25: Incapacity Planning for All

    Play Episode Listen Later Nov 1, 2022 33:15


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.

    Episode 24: Financial Considerations for the Family

    Play Episode Listen Later Oct 18, 2022 34:56


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approximately 700 clients. He is motivated to maximize clients' opportunities and benefits to give his clients a breath of reassurance in their financial world. 

    Episode 23: Navigating Divorce & Finances as a Woman

    Play Episode Listen Later Oct 3, 2022 31:41


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the investment and financial services industry for over 24 years, Deana Brown, CFP®, CDFA™, Managing Director of Contemporary Financial Planning. Deana specializes as an advocate for ultra-high-net-worth women who are about to or are going through the divorce process.

    Episode 22: Disability Insurance

    Play Episode Listen Later Sep 19, 2022 38:45


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 28 years, Michael Prothe, Brokerage Sales Director for Disability Insurance of Mutual of Omaha. Michael has over 15 years of experience as a financial advisor and 13 years in the disability insurance world. They talk about the value of having disability insurance as a tool to protect your income.

    Episode 21: Entrepreneurship & Legal Considerations

    Play Episode Listen Later Sep 6, 2022 40:36


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who comes from the legal profession with a strong business background and understands the excitement and struggle of a new business venture, Richard Brooks II, Esq., the founder of St. Augustine Law Group. They talk about the value of an attorney in the early stages of the business and practical concepts of entrepreneurship.

    Episode 20: Volatility

    Play Episode Listen Later Aug 23, 2022 30:07


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has over a decade of experience in finance and accounting, Chad Holmes, CPA, CFP® of Formula Wealth. They talk about the volatility of the stock market and how it affects your investments.

    Episode 19: Financial Planning Profession for Career Changers

    Play Episode Listen Later Aug 9, 2022 30:25


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a trailblazer in the financial services industry who is the catalyst for a program for aspiring financial planners, Ms. Hannah Moore, CFP. They talked about budgeting blocks, virtual externship, and career change.

    Episode 18: Real Estate & Airbnb Investment

    Play Episode Listen Later Jul 22, 2022 32:37


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an awesome expert in short-term and long-term rental investing, Ms. Andrea Ducharme. They talked about real estate investing and managing Airbnb rentals.

    Episode 17: Financial Considerations for Immigrants

    Play Episode Listen Later Jul 12, 2022 30:24


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is passionate about simplifying wealth management and making it accessible to everybody, Ms. Jane Mepham.

    Episode 16: The State of Flow

    Play Episode Listen Later Jun 28, 2022 40:03


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an expert in the 'flow' and Director of Partnerships of XYZ Planning Network, Mr. Jordan Hutchinson

    Episode 15: How to Counter Inflation

    Play Episode Listen Later Jun 13, 2022 28:51


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Blaine Thiederman, MBA, CFP® who is an award winning tax and financial planning expert specialized in helping high-earning individuals. They tackled ways on how to counter inflation.

    Episode 14: Student Loans

    Play Episode Listen Later Jun 1, 2022 34:48


    In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ryan Frailich, CFP® who aspires to help people who feel overwhelmed with their finances, always wondering if they're making mistakes and are taken advantage of or shut out by our financial institutions.

    cfp student loans acs almi aalu ryan frailich
    Episode 13: Opioids and Finances

    Play Episode Listen Later May 13, 2022 29:58


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ms. Cheryl Canzanella, CLU, ChSNC, LUTCF who is passionate about educating people on the financial consequences of the opioid epidemic, who has been in the insurance brokerage business for 23 years.

    Episode 12: Raising Empowered and Compassionate Kids

    Play Episode Listen Later May 3, 2022 30:38


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a dedicated educator, Jo Lawson, Director and Facilitator of Sapna Academy. They talk about the self-directed learning and its benefits for the development of children and its difference from traditional learning. Empowerment of children and instilling a sense of compassion and empathy were also one of the topics.

    Episode 11: Just Peachie Ep#11: Prioritizing Health for High Performance w/ Dr. Vasco Valov

    Play Episode Listen Later Apr 18, 2022 26:55


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an awesome health consultant, Dr. Vasco Valov, Founder of Abundant Life Health Center. They talk about high-performers and how he is able to help them and some health tips for people who wants to turn their health around.

    Episode 10: Just Peachie Ep#10: Financial Planning for Busy Professionals w/ Katie Burke, CFP®

    Play Episode Listen Later Apr 4, 2022 29:19


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Katie Burke, CFP® President and founder of Method Financial Planning and co-founder of Equita.  They talk about time management and balancing Katie's roles as a mother of two young boys and running two businesses. They also discussed what Equita does for women financial planners.

    Episode 9: Just Peachie Ep#9: Meal Planning with Alexia Lewis

    Play Episode Listen Later Mar 22, 2022 27:32


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews certified health coach, personal trainer and owner of keeping health simple club, Ms. Alexia Lewis. They talk about meal planning, eating healthy and sticking to the plan to stay fit and energetic in all aspects of life.

    Episode 8: Just Peachie Ep#8: Women and Financial Planning with Bridget Venus Grimes, CFP®

    Play Episode Listen Later Mar 7, 2022 25:51


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews successful fee-only advisor for female lawyers and women executives, author of Corner Office Choices, co-founder of Equita Financial Network, and someone who believes that women are unstoppable, Bridget Venus Grimes, CFP®. They talked about financial issues of professional women especially women in executive positions. Financial anxiety was also tackled during their discussion.

    Episode 7: Just Peachie Ep#7: The Financial Planning Profession with Ron Heymann, Jr. CFP® ChFC

    Play Episode Listen Later Feb 22, 2022 37:19


    Peachie interviews University of North Florida's Financial Planning Director, Mr. Ron Heymann, Jr. CFP®, ChFC. They talk about UNF's financial planning program, types of financial advisors and career options for students and career changers as well as what is the best part of being a financial planner. 

    Episode 6: Just Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®

    Play Episode Listen Later Feb 10, 2022 21:42


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors. They talk about a key pain point of many financial planners and business owners: succession and emergency exit planning. They also discuss, Brooklyn's unique business model. This episode is for financial planners, and they will answer the question: "Why do financial planners need another financial planner to help them?" but, if you are a business owner, some of what they talk about may also apply to you. Enjoy! 

    Episode 5: Just Peachie Ep5: An Integrated Approach to Wealth Management w/ Beverly Whitman, CPA, CFP® & Adam Drake, CFA

    Play Episode Listen Later Jan 24, 2022 3:57


    Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing pair of financial professionals. Beverly Whitman, CPA, CFP® of Whitman Wealth Management and Adam Drake, CFA of Highland Investment Advisors. They talk about what it means to have tax, financial and investment planning under one roof as well as what happens when you do have them integrated. Also, here you will learn one key difference between a fee-based financial planner and fee-only financial planner.

    Episode 4: Just Peachie Ep4: Innovation with Sara Frasca

    Play Episode Listen Later Jan 10, 2022 33:10


    Peachie interviews global innovation expert and award-winning entrepreneur, Ms. Sara Frasca.  They talk about innovation, how to think outside the box, a positive disruption tool and how a restaurant called Trasca & Eatery thrived during the recent pandemic.

    Episode 3: Just Peachie Ep3: Cross-border Financial Planning w/ Marina Hernandez, EA, CFP, CEPA

    Play Episode Listen Later Oct 26, 2021 45:44


    Peachie and Marina talk about global financial planning and some things to think about before becoming a US citizen. Learn about tax requirements, financial considerations and insurance planning if you are a Swiss American living in the US or a Swiss citizen living in the US. Curious about Comilonas?

    Episode 2: Just Peachie Ep2: A glimpse into a fiduciary financial advisor's mind w/ Sean Guldi

    Play Episode Listen Later Oct 15, 2021 33:12


    What is a fiduciary financial advisor? What are the questions to ask when interviewing potential financial advisors?  What is a fee-only advisor?  How do financial advisors get paid?  Peachie interviews B&C Financial advisors, Chief Investment Officer Sean Guldi, CFP®.  In this episode, they will answer these questions and talk about the current interest rate environment, alternative investments as well as what to do with the potential tax law changes in the horizon.

    Episode 1: Just Peachie Ep1: Trusts Wills & Estates with Bill O'Leary, Esq

    Play Episode Listen Later Oct 15, 2021 43:06


    Is estate planning just for the super wealthy?  When and how do I get a will done?  What is a trust?  Peachie interviews esteemed estate planning attorney Bill O'Leary.  In this inaugural episode, they demystify trusts, wills and estates for you.

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